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Using the Addenda Field: 401k, IRA, Trustee Managed / Administered Accounts

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  • Using the Addenda Field: 401k, IRA, Trustee Managed / Administered Accounts

    You can now add addendums to your existing bank accounts. This addendum is a added reference for your bank or trustee to use to add a further credit reference number to the ACH credit.

    If you are sending money to a self directed 401k, self directed IRA or a trustee managed account or other account managed by a trustee or administrator, you can now use this feature to enable the administrator, trustee or account manager move your funds to your account.

    This is valuable for all our 401k and IRA real estate lenders and investors.

    Click image for larger version

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